Locations
Dallas, TX, USA · Riverway Estates/Bruton Terrace, Dallas, TX, USA
industry
Data and Analytics · Finance · Information Technology · Media · Professional Services
Size
11-50 employees
Stage
Other
founded in
2021
VRGL is a high-growth software and data analytics company serving the wealth management industry. It automates the investment proposal process, helping advisors explain the "what" and "why" of investment decisions in minutes. By providing a holistic view of clients' portfolios and utilizing proprietary technology for data extraction, VRGL enhances client engagement and accelerates revenue growth for wealth management firms. The platform's unique features, such as the 5 Pillar Analytics, allow advisors to create personalized proposals that demonstrate value and differentiation, leading to increased client conversions and retention. Trusted by thousands of financial advisors, VRGL is positioned as a leader in wealth tech, driving efficiency and effectiveness in client acquisition and proposal management.
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